On July 21, Harvest Fund released its 2026 second quarterly report. According to the Harvest Science and Technology Innovation Hybrid Second Quarterly Report managed by fund manager Wang Guizhong, as of the end of the second quarter of 2026, the fund's stock position was 92.11%, up 1.69 percentage points from the end of the first quarter. According to the report, at the end of the second quarter of 2026, the top ten largest stocks of Harvest Technology Innovation were: Zhongke Flying Test, Zhaoyi Innovation, China Micro, North China, Beijing Junzheng, Lixun Precision, Tuojing Technology, Nanxin, Huahai Qingke, and SMIC. Wang Guizhong said that he will counter short-term disturbances by embracing long-term industry trends and delivering results. Since the “model eats software” narrative has not been reversed, we are still cautious about clues such as the Internet, software, and end side. We are still keeping a close eye on domestic chips, and we look forward to seeing a more positive supply breakthrough in the second half of the year.

On July 21, Harvest Fund released its 2026 second quarterly report. According to the Harvest Science and Technology Innovation Hybrid Second Quarterly Report managed by fund manager Wang Guizhong, as of the end of the second quarter of 2026, the fund's stock position was 92.11%, up 1.69 percentage points from the end of the first quarter. According to the report, at the end of the second quarter of 2026, the top ten largest stocks of Harvest Technology Innovation were: Zhongke Flying Test, Zhaoyi Innovation, China Micro, North China, Beijing Junzheng, Lixun Precision, Tuojing Technology, Nanxin, Huahai Qingke, and SMIC. Wang Guizhong said that he will counter short-term disturbances by embracing long-term industry trends and delivering results. Since the “model eats software” narrative has not been reversed, we are still cautious about clues such as the Internet, software, and end side. We are still keeping a close eye on domestic chips, and we look forward to seeing a more positive supply breakthrough in the second half of the year.